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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 001

THE CONTRACTORS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORRISON, INC. has sponsored the creation of one or more 401k plans.

Company Name:MORRISON, INC.
Employer identification number (EIN):232254038
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BONNIE MORRISON2024-06-20 BONNIE MORRISON2024-06-20
0012022-01-01BONNIE MORRISON2023-05-11 BONNIE MORRISON2023-05-11
0012021-01-01BONNIE MORRISON2022-05-25 BONNIE MORRISON2022-05-25
0012020-01-01BONNIE MORRISON2021-05-19 BONNIE MORRISON2021-05-19
0012019-01-01BONNIE MORRISON2020-06-11 BONNIE MORRISON2020-06-11
0012018-01-01BONNIE MORRISON2019-07-24 BONNIE MORRISON2019-07-24
0012017-01-01BONNIE MORRISON2018-07-25 BONNIE MORRISON2018-07-25
0012016-01-01BONNIE MORRISON2017-06-29 BONNIE MORRISON2017-06-29
0012015-01-01ERIN DELISLE-SNYDER2016-04-06
0012014-01-01BONNIE MORRISON2015-07-15
0012013-01-01BONNIE MORRISON2014-09-29
0012012-01-01BONNIE MORRISON2013-10-15
0012011-01-01BONNIE MORRISON2012-09-28
0012010-01-01BONNIE MORRISON2011-08-01
0012009-01-01WILLIAM KEYBURN

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2025 : THE CONTRACTORS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-01127982
Net assets as of the end of the plan year2025-07-011901067
Total assets as of the beginning of the plan year2025-07-011706222
Value of plan covered by a fidelity bond2025-07-01200000
Participant contributions to plan in this plan year2025-07-0180577
Value of participant loans at end of plan year2025-07-0157185
Other income to plan in this plan year2025-07-01140364
Plan net income in this plan year2025-07-01194845
Net assets as of the end of the plan year2025-07-011901067
Net assets as of the beginning of the plan year2025-07-011706222
Employer contributions to plan in this plan year2025-07-01101886
2024 : THE CONTRACTORS RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-20172206
Net assets as of the end of the plan year2024-06-201706222
Total assets as of the beginning of the plan year2024-06-201490661
Value of plan covered by a fidelity bond2024-06-20200000
Participant contributions to plan in this plan year2024-06-2054724
Value of participant loans at end of plan year2024-06-2065751
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20181368
Plan net income in this plan year2024-06-20215561
Net assets as of the end of the plan year2024-06-201706222
Net assets as of the beginning of the plan year2024-06-201490661
Employer contributions to plan in this plan year2024-06-20151675
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-200
2009 : THE CONTRACTORS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2009: THE CONTRACTORS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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